ROOFERS UNION WELFARE TR FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ROOFERS UNION WELFARE TR FUND (EIN 36-2226396)
Tax period
2011-01-01 to 2011-12-31
Filed
2013-01-11
IRS object ID
201320119349300322
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-01-11T14:08:31-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN362125389EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BANSLEY AND KIENER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18745 WEST HIGGINS ROAD SUITE 200AddressLine1
CityCHICAGOCity
StateILState
ZIP Code606312704ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362226396EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROOFERS' UNIONS WELFARE TRUST FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROOFNameControl
Phone8478271029Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12340 S RIVER ROAD NO 305AddressLine1
CityDES PLAINESCity
StateILState
ZIP Code60018ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJULIE RACHALName
TitleFUND MANAGERTitle
Phone8478271029Phone
Date Signed2013-01-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN W SANEW IIIName
PTINP00639306PTIN
Phone3122632700Phone
Date Prepared2013-01-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnXAmendedReturn
Name Of Principal Officer PersonRICHARD MATHISNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line19838 W ROOSEVELTAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60154ZIPCode
FieldValueIRS element (for citing)
Gross Receipts24841425GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1950YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionPROVIDING HEALTH BENEFITS TO PARTICIPANTSActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees15TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year17635981ProgramServiceRevenuePriorYear
Program Service Revenue CY19402494ProgramServiceRevenueCY
Investment Income Prior Year1057112InvestmentIncomePriorYear
Investment Income Current Year1449963InvestmentIncomeCurrentYear
Other Revenue Prior Year14266OtherRevenuePriorYear
Other Revenue Current Year17475OtherRevenueCurrentYear
Total Revenue Prior Year18707359TotalRevenuePriorYear
Total Revenue Current Year20869932TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year16650259BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY17680926BenefitsPaidToMembersCY
Salaries Etc Prior Year592533SalariesEtcPriorYear
Salaries Etc Current Year609833SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year715823OtherExpensePriorYear
Other Expenses Current Year698031OtherExpensesCurrentYear
Total Expenses Prior Year17958615TotalExpensesPriorYear
Total Expenses Current Year18988790TotalExpensesCurrentYear
Revenues Less Expenses Prior Year748744RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1881142RevenuesLessExpensesCY
Total Assets BOY51221603TotalAssetsBOY
Total Assets EOY55692296TotalAssetsEOY
Total Liabilities BOY18413149TotalLiabilitiesBOY
Total Liabilities EOY19774869TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY32808454NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY35917427NetAssetsOrFundBalancesEOY
Mission DescriptionNONEMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionROOFERS' UNIONS WELFARE TRUST FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTSDescription
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096810NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees15NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address1OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JULIE RACHALBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8478271029TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12340 S RIVER ROADAddressLine1
CityDES PLAINESCity
StateILState
ZIP Code60018ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
RICHARD MATHIS
TRUSTEE1.50X010774134330
GARY MENZEL
TRUSTEE1.50X09931733509
LAWRENCE GNAT
TRUSTEE1.50X09936833509
CHRISTOPHER CRONIN
TRUSTEE1.50X000
WILLIAM LYNCH
TRUSTEE1.50X000
WILLIAM O'BRIEN
TRUSTEE1.50X000
JULIE RACHAL
FUND MANAGER40.00102332030391X
FieldValueIRS element (for citing)
Total Reportable Comp From Org102332TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs306426TotalReportableCompFrmRltdOrgs
Total Other Compensation131739TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000991912082519120825
SELF-PAY CONTRIBUTIONS900099120717120717
COBRA CONTRIBUTIONS900099118993118993
LIQUIDATED DAMAGES9000994195941959
FieldValueIRS element (for citing)
Total Program Service Revenue19402494TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1239488TotalRevenueColumn
Exclusion$1,239,488ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4181968Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3971493Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities210475Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column210475TotalRevenueColumn
Exclusion$210,475ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column17475TotalRevenueColumn
Related Or Exempt Function Income17475RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue17475TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column20869932TotalRevenueColumn
Related Or Exempt Function Income19419969RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,449,963ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total17680926Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total46453Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total331392Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total89487Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total113124Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total29377Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total128477Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total66911Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total52905Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total98425Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total132936Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total111206Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total70771Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1668Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total12360Total

Insurance Insurance

FieldValueIRS element (for citing)
Total17832Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotal
DUES3294
REIMBURSED EXPENSES1225
BANK FEES21

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total18988790Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY694510BOY
EOY542539EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1956812BOY
EOY5165073EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1223160BOY
EOY1745117EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY44241BOY
EOY30093EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis197884LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec166240LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY40999BOY
EOY31644EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY46949062BOY
EOY48124753EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY312819BOY
EOY53077EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY51221603BOY
EOY55692296EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY56850BOY
EOY52009EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY18356299BOY
EOY19722860EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY18413149BOY
EOY19774869EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY32808454BOY
EOY35917427EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY32808454BOY
EOY35917427EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY51221603BOY
EOY55692296EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1881142ReconcilationRevenueExpenses
Reconcilation Other Changes1227831ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee0AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis28401OtherCostOrOtherBasis
Depreciation28401Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis119319OtherCostOrOtherBasis
Depreciation92061Depreciation
Book Value27258BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis50164OtherCostOrOtherBasis
Depreciation45778Depreciation
Book Value4386BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings31644TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
PREMIUMS PAYABLE$254,760
CLAIMS INCURRED BUT NOT REPORTED$2,049,500
ACCUMULATED ELIGIBILITY$17,418,600
FieldValueIRS element (for citing)
Total Of Amounts19722860TotalOfAmounts
Total Revenue20869932TotalRevenue
Total Expenses18988790TotalExpenses
Excess Or Deficit For Year1881142ExcessOrDeficitForYear
Net Unrealized GL On Investments1227831NetUnrealizedGLOnInvestments
Other$1,366,561OtherAmount
Total Adjustments2594392TotalAdjustments
Excess Or Deficit Per FS4475534ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt22044858TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1227831NetUnrealizedGainsInvestments
Revenue Not Rptd F9901227831RevenueNotRptdF990
Revenue Subtotal20817027RevenueSubtotal
Investment Expenses Not Included52905InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt52905RevenueNotRptdOnFinStmt
Total Revenue Per Form99020869932TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt17569324TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal17569324ExpensesSubtotal
Investment Expenses Not Included252905InvestmentExpensesNotIncluded2
Other Expenses Not Included1366561OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1419466ExpensesNotRptdOnFinStmt
Total Expenses Per Form99018988790TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierExplanationExplanation
PART XI, LINE 8 - OTHER ADJUSTMENTS:INCREASE IN BENEFIT OBLIGATION 1,366,561.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:INCREASE IN BENEFIT OBLIGATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS PREPARED BY THE INDEPENDENT CPA AND IS REVIEWED AND APPROVED BY THE FUND MANAGER PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE FUND REQUIRES ALL TRUSTEES TO SIGN A "STATEMENT OF TRUSTEE" ANNUALLY. THIS FORM REQUIRES EACH TRUSTEE TO DETAIL ALL INTERESTS THEY HAVE IN COMPANIES WHICH COULD POTENTIALLY BE VENDORS WITH WHICH THE FUND COULD CONDUCT BUSINESS. ANY POTENTIAL CONFLICTS NOTED WILL BE ADDRESSED BY THE FUND MANAGER, WHO ALSO MAINTAINS THE SIGNED FORMS ON FILE.
FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES, ALL OF WHOM ARE NOT COMPENSATED BY THE ORGANIZATION, DETERMINES AND APPROVES THE SALARY OF THE FUND MANAGER. THE FUND MANAGER'S SALARY AND FRINGE BENEFITS ARE SHARED WITH THE ROOFERS PENSION TRUST AND ROOFERS RESERVE FUND. THE FUND MANAGER'S TOTAL COMPENSATION AND BENEFITS ARE LISTED IN PART VII. THESE AMOUNTS ARE ALLOCATED AMONG THE ORGANIZATION, ROOFERS PENSION TRUST AND ROOFERS RESERVE FUND. THE AMOUNT REPORTED ON PART IX, LINE 5 REPRESENTS THE AMOUNT OF THE FUND MANAGER'S TOTAL COMPENSATION ALLOCATED TO THE ORGANIZATION. COMPENSATION FOR ALL EMPLOYEES OF THE ORGANIZATION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FORM 990, FORM 5500 (WHICH INCLUDES AUDITED ANNUAL FINANCIAL STATEMENTS) AND SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VIIRICHARD MATHIS - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. GARY MENZEL - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. LAWRENCE GNAT - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. CHRISTOPHER CRONIN - 16851 SOUTH LATHROP, HARVEY, IL 60426. WILLIAM LYNCH - 740 SOUTH LAKE STREET, AURORA, IL 60507. WILLIAM O'BRIEN - 621 WEST WASHINGTON STREET, WEST CHICAGO, IL 60185.CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 1,227,831.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 2C:THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE ORGANIZATION'S FINANCIAL STATEMENTS. THEY ARE ALSO IN CHARGE OF SELECTING AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT.
PAGE 1 ITEM B - AMENDED RETURN:THE FOLLOWING PARTS OF THE RETURN WERE AMENDED: 1. FORM 990, PART I, LINE 4 AND FORM 990, PART VI, SECTION A, LINE 1B WERE AMENDED FOR THE NUMBER OF VOTING MEMBERS WHO ARE INDEPENDENT. 2. FORM 990, PART VII, SECTION A WAS AMENDED TO INCLUDE REPORTABLE COMPENSATION RECEIVED BY TRUSTEES FROM RELATED ORGANIZATIONS. 3. SCHEDULE R PART II WAS AMENDED TO INCLUDE THE BOARD OF TRUSTEES OF THE ORGANIZATION, THE TRADE ASSOCIATION, AND THE LABOR UNION AS RELATED PARTIES. 4. SCHEDULE R PART IV WAS AMENDED TO INCLUDE EMPLOYERS WHO MADE CONTRIBUTIONS TO THE ORGANIZATION. 5. SCHEDULE R PART V, LINE 1R WAS AMENDED TO BE ANSWERED 'YES.' 5. SCHEDULE R PART VII WAS COMPLETED WITH THE AMENDED RETURN.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
ROOFERS' PENSION FUND
2340 S RIVER ROAD SUITE 305DES PLAINESIL60018366485998DEFINED BENEFIT PENSION PLAN COVERING ELIGIBLE MEMBERSIL401(A)N/A0
UNITED UNION ROOFERS WATERPROOFERS ALLIED WORKERS LOCAL 11
9838 W ROOSEVELT RDWESTCHESTERIL60154360940360LABOR UNIONIL501(C)(5)N/A0
CHICAGO ROOFING CONTRACTORS' ASSOCIATION
4415 WEST HARRISON STREETHILLSIDEIL60162366116790TRADE ASSOCIATIONIL501(C)(6)N/A0
BOARD OF TRUSTEES ROOFERS' UNIONS WELFARE TRUST FUND
2340 S RIVER ROAD SUITE 305DES PLAINESIL60018362226396PLAN SPONSOR AND ADMINISTRATORIL0

Form990 Schedule R Part IV Form990ScheduleRPartIV (144 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntity
ROOFERS' RESERVE FUND
2340 S RIVER ROAD SUITE 305DES PLAINESIL60018366129432A COMPLEX TRUST COVERING ELIGIBLE MEMBERSILN/AT
A-1 ROOFING COMPANY
1425 CHASEELK GROVE VILLAGEIL60007IL
A S SUMERLAN INC
8230 86TH COURTJUSTICEIL60458IL
AIR PRESSURE DAMP-PROOFING
3102 TOLLVIEW DRIVEROLLING MEADOWSIL60008IL
ALL AMERICAN EXTERIOR SOLUTIONS
150 OAKWOOD ROADLAKE ZURICHIL60047IL
ALL SEALANTS INC
8453 W 192ND STREETMOKENAIL60448IL
ALLIED WATERPROOFING INC
520 EXECUTIVE DRIVE STE AWILLOWBROOKIL60527IL
ANDERSON & SHAH ROOFING
23900 COUNTY FARM ROADJOLIETIL60431IL
ANTHONY ROOFINGTECTA-AMER
2555 WHITE OAK CIRCLEAURORAIL60502IL
ARCHITECTURAL SEALANTS INC
9232 GULFSTREAM ROAD UNIT BFRANKFORTIL60423IL
ARTIGIANO COMMERCIAL ROOFING INC
442 PARK AVENUECARYIL60013IL
AUR-VAC INC
452 BLACKHAWK STREETAURORAIL60506IL
BATAVIA DAMPROOFING INC
1305 S RIVER STREETBATAVIAIL60510IL
BCI COMMERCIAL ROOFING
5123 S LAWNDALECHICAGOIL60632IL
BENNETT & BROSSEAU ROOFING
535 ANDERSON DRIVEROMEOVILLEIL60446IL
BLACKMORE & BUCKNER RFGTECTA AMER
1504 SADLIER CIRCLE SOUTH DRINDIANAPOLISIN46239IN
BLOOM ROOFING SYSTEMS INC
12238 EMERSON DRIVEBRIGHTONMI48116MI
BOFO WATERPROOFING
14900 S KILPATRICKMIDLOTHIANIL60445IL
BOHR ROOFING
417 LOCUST STREETBATAVIAIL60150IL
BRIGADIER ROOFING INC
17345 145TH STREETLOCKPORTIL60441IL
BW CONTRACTING SERVICES
2375 S KRAHN ROADNEW BERLINWI53151WI
C-C- ROOFING
7140 N LISBON ROAD PO BOX 806MORRISIL60450IL
CPR ROOFING
3235 DARTMOUTH DRIVEROCKFORDIL61108IL
CARLSON ROOFING COMPANY
3548 35TH STREETROCKFORDIL61109IL
CEI MICHIGAN
2140 INDUSTRIAL STREETHOWELLMI48843MI
CENTURY ROOFING CORP
1744 W 124TH STREETCALUMET PARKIL60827IL
CHARLES GLUTH & SON ROOFERS
2550 COLFAX STREETGARYIN46406IN
CHICAGO CONSTRUCTION MANAGERS INC
150 OAKWOOD ROADLAKE ZURICHIL60047IL
CHICAGOLAND CONSTRUCTION
1540 HECHT DRIVE UNIT KBARTLETTIL60103IL
CHRISTEN DETROIT
12830 MANSFIELDDETROITMI48227MI
CHRISTIANSEN INC
820 SEVENTH STREETROCKFORDIL61104IL
CLASSIC ROOFING
180 DETROIT STREET SUITE CCARYIL60013IL
CLAYTON ROOFING INC
18057 PARKER ROADMOKENAIL60448IL
COLEMAN ROOFING INC
2000 EAST END AVENUECHICAGO HEIGHTSIL60411IL
COMBINED ROOFING INC
621 W WASHINGTONWEST CHICAGOIL60185IL
CROWTHER ROOFING & SHEET METAL
18958 AIRPORT ROADROMEOVILLEIL60446IL
CUBS CONSTRUCTION
1420 KENSINGTON RD STE 114OAK BROOKIL60523IL
CUDAHY ROOFING & SUPPLY
4801 S WHITNALL PO BOX 525CUDAHYWI53110WI
CUEVAS ROOFING & CONSTRUCTION COMPANY
4143 W ROSCOE STREETCHICAGOIL60641IL
CULLOM CORPORATION
2130 LOCUST STREETPORTAGEIN46368IN
CULVER ROOFING INC
4050 W 4TH AVENUEGARYIN46406IN
D & E ROOFING INC
28743 W PONDVIEW DRIVELAKEMOORIL60051IL
D H MAYOU ROOFING & SUPPLY CO INC
P O BOX 692OTTAWAIL61350IL
DCG ROOFING
1285 RAND ROADDES PLAINESIL60016IL
DEADY ROOFING & CONSTRUCTION INC
1275 BARBARA COURTCRETEIL60417IL
DESSENT ROOFING COMPANY
2738 W HARRISON STREETCHICAGOIL60612IL
DIETZ VACUUM SERVICES INC
15200 W 147TH STREETHOMER GLENIL60491IL
DISTINCTIVE ROOFING INC
1320 18TH AVENUEROCKFORDIL61104IL
DOMAIN CORPORATION
2822 N ELM LANEARLINGTON HEIGHTSIL60004IL
DU SABLE CONSTRUCTION CO INC
3740 W IRVING PARK ROADCHICAGOIL60618IL
E C BABILLA INC
3974 HARRISON PO BOX 2306GARYIN46408IN
ELENS & MAICHIN ROOFING
1621 MANHATTAN RD PO BOX 877JOLIETIL60434IL
EXCEL DAMPPROOFING INC
6662 W 99TH STREETCHICAGO RIDGEIL60415IL
F & G ROOFING COMPANY LLC
4234 W 124TH PLACEALSIPIL60803IL
F E ROOFTEC CORPORATION
9126 MEDILL AVENUEFRANKLIN PARKIL60131IL
FILOTTO CONSTRUCTION INC
C/O LARSON ASSOC 2233 THEODORE STCREST HILLIL60435IL
FREEPORT INDUSTRIAL ROOFING
3507 IL ROUTE 26 SOUTHFREEPORTIL61032IL
G E RIDDIFORD COMPANY
2333 HAMILTON ROADARLINGTON HEIGHTSIL60005IL
GLENBROOK GROUP
3000 DUNDEE ROAD STE 404NORTHBROOKIL60062IL
GLUTH BROTHERS ROOFING CO INC
6701 OSBORN AVENUEHAMMONDIN46323IN
H C ANDERSON ROOFING COMPANY INC
12388 OLD RIVER ROADROCKTONIL61072IL
HESS CAULKING & RESTORATION
1091 S 7TH STREETROCHELLEIL61068IL
HARD SURFACE FINISHERS
900 SIVERT DRIVEWOOD DALEIL60191IL
HUEBNER ROOFING INC
730 CHESTNUT STREETLEMONTIL60439IL
IWS INC
232 S RIVER STREETAURORAIL60506IL
J L ADLER ROOFING INC
779 JOYCE ROADJOLIETIL60436IL
J P LARSEN INC
5615 W 120TH STREETALSIPIL60803IL
JERRY & SONS ROOFING & REMODELING
11509 S ELIZABETH STREETCHICAGOIL60643IL
JONES & CLEARY ROOFING COMPANY
6838 S CHICAGO AVENUECHICAGOIL60637IL
KAP ROOFING INC
2411 IL ROUTE 176CRYSTAL LAKEIL60014IL
KEVIN & SONS ROOFING CORPORATION
9431 SOUTH ALBANYEVERGREEN PARKIL60805IL
KNICKERBOCKER ROOFING
16851 SOUTH LATHROPE AVENUEHARVEYIL60426IL
KNORR-MYERS ROOFING COMPANY
2222 RANGE ROADLOVES PARKIL61111IL
KORELLIS ROOFING
1333 169TH STREETHAMMONDIN46324IN
KREMER DAVIS INC
701 PAPERMILL HILL ROADBATAVIAIL60510IL
L MARSHALL INC
2100 LEHIGH ROADGLENVIEWIL60026IL
LANGER ROOFING & SHEET METAL
345 S CURTIS ROADMILWAUKEEWI53214WI
LANGLOIS ROOFING
1850 GRINNEL ROAD PO BOX 2448KANKAKEEIL60901IL
LAPORTE ROOFING COMPANY
P O BOX 228GILBERTSIL60136IL
LAWRENCE W KEEFE & COMPANY
403 KAZIMOUR DRIVEPORT BARRINGTONIL60010IL
LEAK STOP ROOFING INC
21660 W OLD BARN LANEFOREST LAKEIL60047IL
LOCAL ROOFING COMPANY
2430 BIRCH STREETEAU CLAIREWI54703WI
M CANNON ROOFING CO LLC
1238 REMINGTON ROADSCHAUMBURGIL60173IL
M M SCHRANZ
4111 W MILL ROAD PO BOX 090168MILWAUKEEWI53209WI
M W POWELL COMPANY
3445 SOUTH LAWNDALE AVENUECHICAGOIL60623IL
MALCOR ROOFING COMPANY
P O BOX 1415MONTGOMERYIL60538IL
MARK 1 WATERPROOFING & RESTORATION
1021 MARYLANDDOLTONIL60419IL
MCCONNAUGHHAY & SONS ROOFING
500 W MARQUETTE STREETOTTAWAIL61350IL
MCDERMAID ROOFING INC
1229 KISHWAUKEE STRETROCKFORDIL61104IL
METALMASTERROOFMASTER
4800 METALMASTER WAYMCHENRYIL60050IL
MICHAEL A PRATE INC
1120 N RAND ROADWAUCONDAIL60084IL
MIDLAND ENGINEERING CO
52369 U S 33 NORTHSOUTH BENDIN46637IN
MORTENSON ROOFING COMPANY
9505 CORSAIR ROADFRANKFORTIL60423IL
MSM SOLUTIONS
855 E 22ND STREET UNIT 305LOMBARDIL60148IL
NATIONAL INTERNATIONAL ROOFING CO
11317 SMITH DRIVEHUNTLEYIL60142IL
NATIONAL RESTORATION SYSTEMS
1500 HICKS ROAD 200ROLLING MEADOWSIL60173IL
NEWTSON ROOFING COMPANY
1520 E US RT 6 PO BOX 987OTTAWAIL61350IL
NORTH CENTRAL INSULATION
3204 PLEASANT STREETALTOONAWI54728WI
OLSSON ROOFING COMPANY INC
740 LAKE STREET PO BOX 1450AURORAIL60507IL
PETERSON HARRY S CO
2658 W VAN BUREN STREETCHICAGOIL60612IL
PIERPORT REALTY & DEVELOPMENT
1900 N AUSTINCHICAGOIL60639IL
PINE ROOFING COMPANY
5428 NORTH KEDZIE AVENUECHICAGOIL60625IL
PINE WATERPROOFING & SEALANTS
10209 PACIFIC AVENUEFRANKLIN PARKIL60131IL
PLATTVILLE COATINGS INC
P O BOX 236COAL CITYIL60416IL
PRESERVATION SERVICES INC
221 E ROCBAAR DRIVEROMEOVILLEIL60446IL
QUALITY ROOFING INC
6201 EARHART ROADANN ARBORMI48105MI
R COMMERCIAL ROOFING SOLUTIONS
900 NATIONAL PARKWAY SUITE 260SCHAUMBURGIL60173IL
R B CROWTHER CO INC
3805 PINE BLUFF ROADMORRISIL60450IL
R E BURKE COMPANY INC
7667 GROSS POINT ROADSKOKIEIL60077IL
RAM CONSTRUCTION SERVICES OF MI INC
13800 ECKLES ROADLIVONIAMI48150MI
RAM SERVICES
18304 MAPLE STREETLANSINGMI60438MI
READY-VAC INC
2333 HAMILTON ROADARLINGTON HEIGHTSIL60005IL
REGIONAL VACUUM SERVICES INC
17201 CAMBRIDGE PLACETINLEY PARKIL60487IL
RIDGEWORTH ROOFING
121 ONTARIO STREETFRANKFORTIL60423IL
ROBERT'S ROOFING
4929 N LYDELL AVENUEGLENDALEWI48105WI
ROBINSON ROOFING INC
P O BOX 275DEKALBIL60115IL
ROOFING SYSTEMS INC
1825 WINDSOR ROADLOVES PARKIL61111IL
ROOFS INC
8722 W 47TH STREET PO BOX 285LYONSIL60534IL
ROTH BROS INC
6847 CRUM ROADYOUNGSTOWNOH44515OH
ROYAL ROOFING CO INC
2445 BROWN ROADORIONMI48359MI
ROYAL-WEST ROOFING
10505 PLAZA DRIVE SUITE BWHITMORE LAKEMI48189MI
SAGER SEALANT
708 E ELM AVENUELA GRANGEIL60525IL
SEAL TIGHT EXTERIORS INC
3239 LOVEROCK AVENUESTEGERIL60475IL
SOLARIS ROOFING SOLUTIONS INC
31 W 023 NORTH AVENUEWEST CHICAGOIL60185IL
SRS ROOFING
818 BAKKE AVENUE PO BOX 249WATERFORDWI53185WI
STAY DRY ROOFING
P O BOX 1227NEW LENOXIL60451IL
STEPHEN ROOFING COMPANY INC
1502 EAGLE VISTA ROADNEW LENOXIL60451IL
STERLING COMMERCIAL ROOFING
2711 LOCUST STREETSTERLINGIL61081IL
SULLIVAN ROOFING INC
60 EAST STATE PARKWAYSCHAUMBURGIL60173IL
TACITT INC
12532 S 72ND COURTPALOS HEIGHTSIL60463IL
TOLBERT'S ROOFING & CONSTRUCTION INC
13611 S PULASKI ROADROBBINSIL60472IL
TONN & BLANK CONSTRUCTION
1623 GREENWOOD AVENUEMICHIGAN CITYIN46360IN
TOP QUALITY ROOFING COMPANY
1293 STATE HWY 121 PO BOX 193MT ZIONIL62549IL
TOTAL ROOFING
833 E 158TH STREETDOLTONIL60419IL
TRINITY ROOFING SERVICES
C/O CRONIN GREEN 610 HOMESTEAD RDLA GRANGE PARKIL60526IL
UNION ROOFING INC
P O BOX 197CHENOAIL61726IL
UNITED STATES OF AMERICA ROOFING
P O BOX 31 940 E CHICAGO STELGINIL60121IL
VAC-IT-ALL SERVICES INC
4533 GREEN PARK ROADST LOUISMO63123MO
VAN'S ROOFING INC
3901 13TH AVENUEKENOSHAWI53140WI
WBR ROOFING INC
25084 W OLD RAND ROADWAUCONDAIL60084IL
WAUKEGAN ROOFING COMPANY
1320 GLADSTONEWAUKEGANIL60085IL
WEATHERGUARD ROOFING COMPANY
345 RENNER DRIVEELGINIL60123IL
WEST ENVIRONMENTAL INC
121 COMMERCE DRIVELAGRANGEOH44050OH
ZERA CONSTRUCTION CO
7800 N LEHIGH AVENUENILESIL60714IL
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferenceFORM 990, SCHEDULE R, PART IV:ReturnReference
ExplanationTHE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). THE ORGANIZATION HAS MADE A REASONABLE EFFORT TO PROVIDE INFORMATION REQUIRED. ALL CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R.Explanation

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